Financial Trainer on
Demand Membership

With our Financial Trainer on Demand Membership, you will get one 20-minute call each month with one of our Certified Financial Trainers™ for just $45/month. It’s like phone-a-friend but for your finances!

Let us break it down for you in this simple video

This option is perfect for anyone who…

  1. Is looking for a trustworthy source to answer their customized financial questions

  2. Prefers a low-cost membership option

  3. Only needs guidance in specific areas of their financial journey (as opposed to comprehensive coaching in our Membership)

  4. Still wants monthly financial support and guidance

Common questions people ask their Trainer on Demand:

✔ How can I start saving for a house?

✔ Should I consolidate my credit card debt?

✔ I just received a lump sum of cash, should I pay off debt? Save it? Or both?

✔ I’m a freelancer. Should I have a seperate business account from my personal account?

✔ How do I make sure I’m saving enough for self-employment taxes?

✔ I want to travel more this year… how can I budget for it effectively?

✔ How do I manage unexpected medical bills?

✔ How can I prepare to handle my parents’ estate when they pass away?

✔ What do I do about my student loans?

✔ I have a lot of debt but I’m too overwhelmed to know what to do. What are my options?

✔ How can I raise my credit score?

✔ I feel OK about my finances, but is there more I could be doing?

✔ Is my emergency fund big enough?

✔ Am I saving enough every month?

✔ How do I talk to my partner about finances?

✔ What’s the best way to start teaching my kids about money?

✔ Do I need the insurance product that someone is telling me to buy?

*Remember, there’s no such thing as a dumb question! We’re here to make financial education accessible to everyone — no gatekeeping or financial jargon, just real support.